+372.0%
RKLB vs GLDM
+125.5%
+246.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | +0.8% | -13.0% | -12.7% |
| 7D | -22.2% | +1.9% | -24.1% | -23.1% |
| 30D | -38.7% | -1.7% | -37.0% | -38.2% |
| 3M | -38.5% | -3.5% | -35.0% | -37.4% |
| 6M | -41.6% | -10.1% | -31.5% | -37.9% |
| YTD | -34.1% | -5.0% | -29.0% | -30.2% |
| 1Y | -18.5% | +2.8% | -21.3% | -15.9% |
| 3Y | +897.6% | +105.1% | +792.5% | +672.9% |
| 5Y | +196.5% | +124.3% | +72.2% | +111.5% |
| All | +372.0% | +125.5% | +246.4% | +230.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GLDM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling